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AJ Bell

Senior Portfolio Manager

5w

AJ Bell

London, GB · Full-time · £120,000 – £180,000

About this role

We are recruiting for two Senior Portfolio Manager opportunities within AJ Bell Asset Management, joining our growing Investments team in senior roles. These roles support the ongoing development, governance and delivery of managed portfolio solutions across Investment Solutions and Investment Partnerships. Both offer key involvement in design, manufacture, monitoring and maintenance of discretionary managed portfolios and model portfolio solutions.

Working closely with senior investment leadership, you will handle portfolio management across product governance, strategic and tactical asset allocation, capital market assumptions and reporting. Collaborate with research colleagues to shape implementation strategies, execute fund trading, model updates and produce investment commentary on monthly, quarterly and ad hoc bases. Deliver MI, committee reporting and client-facing presentations.

AJ Bell is one of the UK’s fastest-growing investment platforms with over 644,000 customers managing £103.3 billion in assets. The supportive and collaborative culture has earned recognition as one of the UK’s Best 100 Companies to Work For for six years and Great Place to Work in 2025 and 2026. Join a team focused on making investing simpler and more accessible.

Contribute to business growth through collaboration with distribution, risk, compliance and finance teams, while supporting regulatory requirements like Consumer Duty. Coach and develop colleagues, with emphasis on partnership MPS relationships and external presentations for the Investment Partnerships role. Drive continuous improvement and innovation in investment outcomes and product development.

Requirements

  • Minimum 10 years' investment management experience
  • Strong experience across funds and/or MPS management
  • A relevant professional qualification, ideally CFA
  • Strong understanding of strategic asset allocation and portfolio construction
  • Excellent written communication and reporting capability
  • Strong presentation skills, both in person and virtually
  • Ability to manage complex work independently
  • Mindset focused on continuous improvement and innovation

Responsibilities

  • Support product governance, including investment process design and monitoring
  • Develop and implement strategic and tactical asset allocation frameworks
  • Produce capital market assumptions and reporting
  • Work closely with research colleagues to shape portfolio implementation strategies
  • Execute fund trading, model updates and portfolio implementation activity
  • Produce investment commentary, literature and reporting on a monthly, quarterly and ad hoc basis
  • Deliver investment management MI and committee reporting
  • Present portfolio updates internally and externally, including client-facing presentations

Benefits

  • 27 days holiday, increasing with service + buy/sell scheme + bank holidays
  • 8% Pension with matched contributions
  • Discretionary bonus scheme
  • Share schemes (including free shares and BAYE)
  • Health Cash Plan and discounted private healthcare
  • Free onsite gym
  • Enhanced family leave (subject to qualifying criteria)
  • Travel and bike loan schemes
  • Employee Assistance Programme